ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. AlTi Global's annualized net income for the quarter that ended in Mar. 2026 was $30.8 Mil. AlTi Global's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $609.4 Mil. Therefore, AlTi Global's annualized ROE % for the quarter that ended in Mar. 2026 was 5.06%.
The historical rank and industry rank for AlTi Global's ROE % or its related term are showing as below:
ALTI'
s ROE % Range Over the Past 10 Years
Min: -89.58 Med: -12.59 Max: 4.96
Current: -17.93
During the past 7 years, AlTi Global's highest ROE % was 4.96%. The lowest was -89.58%. And the median was -12.59%.
ALTI's ROE % is ranked worse than 90.15% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs ALTI: -17.93
AlTi Global (NAS:ALTI) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
AlTi Global ROE % Related Terms
AlTi Global ROE % Historical Data
* Premium members only.
The historical data trend for AlTi Global's ROE % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, AlTi Global's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AlTi Global ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AlTi Global's ROE % distribution charts can be found below:
* The bar in red indicates where AlTi Global's ROE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
AlTi Global (ALTI) has a ROE % of 5.06% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AlTi Global and its competitors. According to the industry distribution chart, AlTi Global ranks #1456 out of 1615 companies in the Asset Management industry, placing it in the top 90.2%.
Is AlTi Global's ROE % too high?
AlTi Global's current ROE % is 5.06%. The Asset Management industry median ROE % is 6.35. AlTi Global's value of 5.06% is 20.3% below this industry median. Based on the distribution chart, AlTi Global ranks #1456 out of 1615 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, AlTi Global has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does AlTi Global's ROE % compare to SAR and NAN?
According to the Asset Management industry distribution chart, AlTi Global ranks #1456 out of 1615 companies for ROE %. This places AlTi Global in the lower half of its industry. The industry median ROE % is 6.35. AlTi Global's value of 5.06% is 20.3% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AlTi Global's current ROE % of 5.06% is 20.3% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AlTi Global and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AlTi Global's current ROE % is 5.06%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AlTi Global stock overvalued right now?
Based on GuruFocus' analysis, AlTi Global (ALTI) is currently considered Possible Value Trap. The stock's GF Value™ is $4.75, compared to a current price of $3.25 — trading 31.7% below its estimated fair value. The current ROE % is 5.06% and 20.3% below the Asset Management industry median of 6.35. AlTi Global's overall GF Score™ is 54/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For AlTi Global (ALTI), the current ROE % is 5.06% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is AlTi Global (ALTI) Overvalued in 2026?
Based on GuruFocus' analysis, AlTi Global stock appears to be undervalued.
The current stock price of $3.25 is trading 31.7% below its estimated GF Value™ of $4.75.
GuruFocus considers AlTi Global to be Possible Value Trap.
Key valuation signals for ALTI:
ROE %: 5.06%
GF Value™: $4.75 vs. price of $3.25 (31.7% below fair value)
Industry Position: 20.3% below the Asset Management median (#1456 of 1615)
No single metric tells the full story. See the ALTI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AlTi Global Inc is a wealth and investment partner to families, foundations, and institutions, helping clients activate capital, bring structure to complexity, and plan across borders and generations. The company combines the breadth of an international firm with the service offering of a family office to deliver solutions for wealth and capital. It provides services including discretionary and non-discretionary investment advisory, estate and wealth planning, trust and fiduciary, governance, philanthropy, and family office services, along with access to alternative investment opportunities. The company generates revenue from management, advisory, trustee, or administration fees, performance or incentive fees, distributions from investments, and other income or fees.
54GF Score
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